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Nonprofiteer
← OVERLOOK COMMUNITIES INC

Form 990 for tax year 2024

Filed by OVERLOOK COMMUNITIES INC.

Totals

Total revenue
$15,775,940
Total expenses
$15,583,220
Contributions and grants received
$19,495
Grants paid
$0
Program service revenue
$14,939,625
Investment income
$0
Other revenue
$816,820
Total assets, end of year
$36,695,511
Total liabilities, end of year
$73,924,598
Net assets or fund balances, end of year
-$37,229,087
Program services expenses (Part IX)
$11,781,176
Management and general expenses
$3,802,044
Fundraising expenses
$0
Program service expenses (Part III)
$11,781,176

Program services were 75.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $19,495

  • 2a · Program service revenue: PATIENT SVC & RESIDENT REVENUE

    total $12,910,294 · related or exempt $12,910,294

  • 2b · Program service revenue: ENTRANCE FEE REVENUE

    total $2,029,331 · related or exempt $2,029,331

  • 11a · Other revenue: OTHER AUXILIARY SERVICES

    total $525,857 · related or exempt $525,857

  • 11b · Other revenue: CABLE TV ACCESS REVENUE

    total $246,563 · related or exempt $246,563

  • 11c · Other revenue: BARBER/BEAUTY REVENUE

    total $44,400 · related or exempt $44,400

  • 11e · Other revenue, total

    $816,820

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $193,322 · management and general $193,322

  • 7 · Other salaries and wages

    total $3,881,230 · program services $3,338,024 · management and general $543,206

  • 8 · Pension plan contributions

    total $22,061 · program services $21,199 · management and general $862

  • 9 · Other employee benefits

    total $573,616 · program services $470,365 · management and general $103,251

  • 10 · Payroll taxes

    total $270,421 · program services $221,745 · management and general $48,676

  • 11a · Fees: management

    total $1,556,376 · management and general $1,556,376

  • 11b · Fees: legal

    total $106 · management and general $106

  • 11g · Fees: other

    total $2,567,377 · program services $2,461,934 · management and general $105,443

  • 12 · Advertising and promotion

    total $190,995 · program services $2,282 · management and general $188,713

  • 13 · Office expenses

    total $335,751 · program services $249,968 · management and general $85,783

  • 16 · Occupancy

    total $1,594,467 · program services $1,307,463 · management and general $287,004

  • 19 · Conferences, conventions and meetings

    total $12,413 · management and general $12,413

  • 20 · Interest

    total $16,707 · program services $13,700 · management and general $3,007

  • 22 · Depreciation, depletion and amortization

    total $2,041,147 · program services $1,673,741 · management and general $367,406

  • 23 · Insurance

    total $265,150 · program services $217,423 · management and general $47,727

  • 24a · Other expenses: FOOD

    total $947,920 · program services $947,920

  • 24b · Other expenses: EQUIP RENTAL & MAINT

    total $806,687 · program services $661,483 · management and general $145,204

  • 24c · Other expenses: RESIDENTIAL ACTIVITIES

    total $74,814 · program services $74,814

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $61,328 · program services $61,328

  • 24e · All other expenses

    total $171,332 · program services $57,787 · management and general $113,545

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,291,237 · end of year $62,217

  • 4 · Accounts receivable

    beginning of year $31,913 · end of year $11,517

  • 9 · Prepaid expenses and deferred charges

    beginning of year $77,059 · end of year $26,995

  • 10a · Land, buildings and equipment: cost or other basis

    $60,849,113

  • 10b · Land, buildings and equipment: accumulated depreciation

    $35,790,843

  • 10c · Land, buildings and equipment, net

    beginning of year $26,241,069 · end of year $25,058,270

  • 15 · Other assets

    beginning of year $9,124,364 · end of year $11,536,512

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,466,951 · end of year $1,593,035

  • 23 · Secured mortgages and notes payable

    beginning of year $355,072 · end of year $257,280

  • 25 · Other liabilities

    beginning of year $72,365,426 · end of year $72,074,283

  • 27 · Net assets without donor restrictions

    beginning of year -$37,431,170 · end of year -$37,238,450

  • 28 · Net assets with donor restrictions

    beginning of year $9,363 · end of year $9,363

Mission and programs · 2024

Mission

CHARITABLE - THE PROVISION OF AN ELDERLY COMMUNITY FOR THE RESIDENTS OF THE LOCAL COMMUNITY.

Activities or mission (Part I)

CHARITABLE - THE PROVISION OF A SENIOR LIVING LIFE CARE COMMUNITY.

  • TO PROVIDE, OPERATE, MANAGE, AND/OR ARRANGE FOR THE PROVISION OF HOUSING FACILITIES AND RELATED SERVICES FOR ELDERLY FREEMASONS OF EVERY RACE, COLOR AND RELIGION, AND THEIR WIDOWS AND FAMILY MEMBERS, AS WELL AS MEMBERS OF THE COMMUNITY AT LARGE, INCLUDING CONTINUING CARE FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET SAID INDIVIDUALS' PHYSICAL SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.

    Expenses $11,781,176 · Revenue $15,756,445

As filed on the 2024 return.

Listed in Part VII

  • Kenneth Blake

    MHS BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • James Tracy

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Mason Russell

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Robert Jolly

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Jack Mulhall

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • Robert Schremser

    CLERK

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Tameryn Campbell

    MHS PRESIDENT & CEO

    Total calculated
    $522,722
    From this org
    $0
    From related orgs
    $455,620
    Other
    $67,102
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,264 related
    Bonus
    $0
    Other
    $0 + $4,356 related
    Deferred
    $0 + $6,900 related
    Nontaxable benefits
    $45,864 + $14,338 related
    Filer's total
    $45,864 + $476,858 related

  • George Hamilton

    GRAND MASTER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Rev Dr Richard Haley

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Kristine A Binette

    EXECUTIVE DIRECTOR (UNTIL 2/3/2024)

    Total calculated
    $232,838
    From this org
    $40,272
    From related orgs
    $165,675
    Other
    $26,891
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $40,132 + $164,868 related
    Bonus
    $0
    Other
    $140 + $807 related
    Deferred
    $0 + $3,268 related
    Nontaxable benefits
    $3,188 + $20,435 related
    Filer's total
    $43,460 + $189,378 related

  • Nicholas Pugliese

    CHIEF FINANCIAL OFFICER

    Total calculated
    $207,186
    From this org
    $0
    From related orgs
    $204,333
    Other
    $2,853
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,909 related
    Bonus
    $0
    Other
    $0 + $424 related
    Deferred
    $0 + $2,853 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $207,186 related

  • Danyel C Darger

    EXECUTIVE DIRECTOR

    Total calculated
    $193,322
    From this org
    $189,531
    From related orgs
    $0
    Other
    $3,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,175
    Bonus
    $52,200
    Other
    $1,156
    Deferred
    $3,791
    Nontaxable benefits
    $0
    Filer's total
    $193,322

  • Shawn M Bertram

    COO

    Total calculated
    $279,830
    From this org
    $0
    From related orgs
    $277,642
    Other
    $2,188
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,229 related
    Bonus
    $0
    Other
    $0 + $1,413 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,188 related
    Filer's total
    $0 + $279,830 related

  • Ted Wilbur

    CHIEF INFORMATION OFFICER

    Total calculated
    $186,930
    From this org
    $0
    From related orgs
    $171,916
    Other
    $15,014
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,627 related
    Bonus
    $0
    Other
    $0 + $2,289 related
    Deferred
    $0 + $3,480 related
    Nontaxable benefits
    $0 + $11,534 related
    Filer's total
    $0 + $186,930 related

  • Mariah J Shannon

    DIRECTOR OF MARKETING

    Total calculated
    $201,313
    From this org
    $189,632
    From related orgs
    $0
    Other
    $11,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $72,186
    Bonus
    $117,375
    Other
    $71
    Deferred
    $3,851
    Nontaxable benefits
    $7,830
    Filer's total
    $201,313

  • Leslie A Graham

    SALES ADVISOR

    Total calculated
    $144,513
    From this org
    $142,431
    From related orgs
    $0
    Other
    $2,082
    Hours/week
    40

  • Erin Woodbury

    DIRECTOR OF CARE MANAGEMENT

    Total calculated
    $134,323
    From this org
    $112,427
    From related orgs
    $0
    Other
    $21,896
    Hours/week
    40

  • Karen H Marino

    DIRECTOR OF CARE COORDINATION & HEALTH TRANSITIONS

    Total calculated
    $139,224
    From this org
    $113,779
    From related orgs
    $0
    Other
    $25,445
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
TAMERYN CAMPBELL RECEIVED A HOUSING ALLOWANCE WITH AN ESTIMATED VALUE OF $45,864 DURING THE YEAR ENDING DECEMBER 31, 2024. THIS WAS FOR THE BENEFIT OF THE ORGANIZATION AND WAS REPORTED AS NONTAXABLE BENEFIT TO TAMERYN.
PART I, LINE 3
THE CEO OF OVERLOOK COMMUNITIES IS PAID BY A RELATED ORGANIZATION, MASONIC HEALTH SYSTEM OF MASSACHUSETTS, WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349310416

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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